See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,610 | $81,625-69.9% | $58,482-57.9% | $139,434-82.4% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 29.10% | 7404.20%-7375.1pp | 4239.32%-4210.2pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,853 | $1,398+32.5% | $1,053+75.9% | $4,751-61.0% |
| Participant deferral / active EE | $6,692 | $2,557+161.7% | $1,924+247.8% | $6,710-0.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |